Last time I had refereed to interest of Merck in expanding its HIV
portfolio and how difficult it will be for Merck to grown in this specific
segment, I feel now the competition will be more tough as some 4 days back
Gilead Sciences announced that it had entered into agreement for Collaboration
on promoting access to high quality generic version of Gilead HIV medicine
emtricitabine (FTC), and also its fixed dose in developing countries with Mylan
labs (Hyderabad), Ranbaxy (Gurgaon) and Stride Acrolab (Bangalore)
Under the said agreement Gilead will provide technology transfer
to these giants and further funding for process improvements to reduce overall
manufacturing cost......Gilead has now safely positioned it in the high margin
segment and low price strategy segment......Now Cipla will have difficulty in
growing in the said specific HIV indication per say........Real good strategy
of safeguarding its monopoly
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